Promethos International ADR

Strategy Characteristics:

InceptionMay 1, 2020
BenchmarkMSCI ACWI ex-U.S.
Position Size5% Maximum
Holdings45 –65
Active Share>90%
Sector+/-5%
Region+/-5%
Top 10 Holdings20%-30%
Market CapMulti (Large & Mid)
Tracking Error3%–5%
Beta~1.0
StyleCore

Portfolio Management

Ivka Kalus

Ivka Kalus - Founder, CIO, Portfolio Manager

Diversified international investing with strong ESG characteristics

Investment Strategy

The strategy utilizes a sector and region neutral risk-controlled framework that seeks to provide long-term capital appreciation and excess returns relative to the MSCI ACWI ex U.S. Index. The portfolio invests in companies that exhibit attractive risk/return profiles and favorable ESG characteristics. 

Incorporated in the Portfolio

Diversity & InclusionEnvironmental CareHuman Rights Protection
Gender and inclusion policies
Women in leadership
GHG emissions mitigation
Renewable energy
Water conservation
Value & preservation of human life
Protect community health
Diversity & InclusionEvnironmental Care

Human Rights Protection

Impact ResultsPortfolioBenchmark% Better
Women on Boards27%20%35%
Women Executives15%15%3%
Women in C Suite16%9%78%
ESG Disclosure494023%
ISS Quality4525%
CDP73122%
S&P Global Env Rank775054%
Sustainalytics225057%
Scope 1 GHG/Sales8236077%
Scope 2 GHG/Sales366241%
% Unionized42%47%-10%

All data as of September 30, 2021 unless otherwise noted.

Respect, Diversity, Intellectual Curiosity & Rigor, Objectivity and Humility



Contact Phone

(617) 535-9240

Promethos Capital

BOSTON/NEW YORK